The@Marilyn T And David R Heebner Foundation Inc

Heebner Marilyn T Ttee

Chevy Chase, MD
Tax-exempt since Nov. 2003
EIN: 52-7310143

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$43.4k (2024)

Expenses

$29.3k (2024)

Total Assets

$536k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$43,389

Expenses

$29,327

Net Income

$14,062

Net Assets

$535,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,463	61.0%
Sales of Assets	$16,926	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,181	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$535,703
Total Liabilities	$0
Net Assets	$535,703

Compensation

Key Employees and Officers	Compensation	Other
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on April 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$16,897

Expenses

$29,450

Net Income

-$12,553

Net Assets

$521,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,765	93.3%
Sales of Assets	$1,132	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,559	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,641
Total Liabilities	$0
Net Assets	$521,641

Compensation

Key Employees and Officers	Compensation	Other
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on July 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$15,190

Expenses

$25,320

Net Income

-$10,130

Net Assets

$534,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,979	85.4%
Sales of Assets	$2,211	14.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,278	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$534,204
Total Liabilities	$0
Net Assets	$534,204

Compensation

Key Employees and Officers	Compensation	Other
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

-$8,632

Expenses

$30,849

Net Income

-$39,481

Net Assets

$544,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,662
Sales of Assets	-$20,294
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,662	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$544,334
Total Liabilities	$0
Net Assets	$544,334

Compensation

Key Employees and Officers	Compensation	Other
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$27,589

Expenses

$30,412

Net Income

-$2,823

Net Assets

$583,814

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,025	3.7%
Interest Revenue	$0
Dividends	$16,688	60.5%
Sales of Assets	$9,876	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,522	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,815
Total Liabilities	$1
Net Assets	$583,814

Compensation

Key Employees and Officers	Compensation	Other
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$108,305

Expenses

$30,395

Net Income

$77,910

Net Assets

$586,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	92.3%
Interest Revenue	$0
Dividends	$18,110	16.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,719	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$587,663
Total Liabilities	$1,025
Net Assets	$586,638

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Vp Secretary)	$0	$0
Katherine Lynch (President)	$0	$0

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990-PF

Filed on May 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$29,171

Expenses

$25,157

Net Income

$4,014

Net Assets

$489,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,907	75.1%
Sales of Assets	$7,264	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,550	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$490,666
Total Liabilities	$1,025
Net Assets	$489,641

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Richard H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Secretary)	$0	$0
Katherine Lynch (Director)	$0	$0

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990-PF

Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$15,904

Expenses

$22,352

Net Income

-$6,448

Net Assets

$485,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,859	55.7%
Sales of Assets	$7,045	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,600	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$486,652
Total Liabilities	$1,025
Net Assets	$485,627

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Rick H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Secretary)	$0	$0
Katherine Lynch (Director)	$0	$0

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990-PF

Filed on May 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$18,263

Expenses

$29,488

Net Income

-$11,225

Net Assets

$492,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$7,080	38.8%
Sales of Assets	$10,033	54.9%
Other Income	$1,141	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,825	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,101
Total Liabilities	$1,025
Net Assets	$492,076

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Rick H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Secretary)	$0	$0
Katherine Marilyn Bennett (Director)	$0	$0

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990-PF

Filed on May 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$15,726

Expenses

$30,342

Net Income

-$14,616

Net Assets

$503,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,017	63.7%
Sales of Assets	$5,708	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,800	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$504,325
Total Liabilities	$1,025
Net Assets	$503,300

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Rick H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Karpinski (Secretary)	$0	$0
Katherine Marilyn Bennett (Director)	$0	$0

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990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$71,860

Expenses

$31,248

Net Income

$40,612

Net Assets

$519,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$25,772	35.9%
Sales of Assets	$46,087	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,925	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$520,478
Total Liabilities	$1,025
Net Assets	$519,453

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Rick H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Geiger (Secretary)	$0	$0
Katherine Marilyn Bennett (Director)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$23,605

Expenses

$27,529

Net Income

-$3,924

Net Assets

$482,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$12,868	54.5%
Sales of Assets	$10,736	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,950	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,087
Total Liabilities	$1,025
Net Assets	$482,062

Compensation

Key Employees and Officers	Compensation	Other
Marilyn T Heebner (President)	$0	$0
Rick H Heebner (Vice President)	$0	$0
Kim Heebner Price (Treasurer)	$0	$0
Kathleen Heebner Geiger (Secretary)	$0	$0
Katherine Marilyn Bennett (Director)	$0	$0

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990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$25,823

Expenses

$28,077

Net Income

-$2,254

Net Assets

$488,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$19,899	77.1%
Sales of Assets	$5,923	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,775	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,955
Total Liabilities	$1,025
Net Assets	$488,930

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,986

Expenses

$24,914

Net Income

-$3,928

Net Assets

$492,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$15,037	71.7%
Sales of Assets	$5,948	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,646	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,566
Total Liabilities	$1,025
Net Assets	$492,541

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The@Marilyn T And David R Heebner Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $43.4k (2024)

Expenses $29.3k (2024)

Total Assets $536k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$43.4k (2024)

Expenses

$29.3k (2024)

Total Assets

$536k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2020

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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